Global Retirement Partners’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Global Retirement Partners’s Portfolio MIN Stock Details MIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$9.34K	Sell	585 -451	-44%	-$7.32K	﹤0.01%	2421
2024 Q3	$16.9K	Buy	1,036 +451	+77%	+$7.37K	﹤0.01%	2066
2024 Q2	$9.34K	Hold	585	–	–	﹤0.01%	2353
2024 Q1	$9.34K	Hold	585	–	–	﹤0.01%	2159
2023 Q4	$9.69K	Hold	585	–	–	﹤0.01%	2078
2023 Q3	$9.37K	Hold	585	–	–	﹤0.01%	1980
2023 Q2	$9.62K	Hold	585	–	–	﹤0.01%	1979
2023 Q1	$9.72K	Hold	585	–	–	﹤0.01%	1936
2022 Q4	$9.69K	Hold	585	–	–	﹤0.01%	1795
2022 Q3	$10K	Hold	585	–	–	﹤0.01%	1689
2022 Q2	$10K	Hold	585	–	–	﹤0.01%	1636
2022 Q1	$11K	Buy	+585	New	+$11.6K	﹤0.01%	1590
2021 Q1	–	Sell	-17	Closed	–	–	1844
2020 Q4	$0	Hold	17	–	–	﹤0.01%	1779
2020 Q3	$0	Buy	+17	New	+$391	﹤0.01%	1680

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Retirement Partners's MIN Position: Q4 2024 in Review

Global Retirement Partners reduced its Aberdeen Intermediate Income Fund (MIN) stake by 44% in Q4 2024, selling an estimated $7.32K and leaving 585 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Global Retirement Partners first reported a position in MIN in Q3 2020 and has held it in 14 quarters since. The position peaked at $16.9K in Q3 2024. 87 funds tracked by Wall St. Rank hold MIN as of Q4 2024.

Global Retirement Partners held 585 shares of Aberdeen Intermediate Income Fund worth $9.34K as of Q4 2024.
Global Retirement Partners sold 451 Aberdeen Intermediate Income Fund shares in Q4 2024, an estimated $7.32K.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2421 holding.
Global Retirement Partners first reported a position in Aberdeen Intermediate Income Fund in Q3 2020 and has held it in 14 quarters since.
Global Retirement Partners's Aberdeen Intermediate Income Fund position peaked at $16.9K in Q3 2024.
87 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.